Lead Advisor/Partner
Wealth Advisors Northwest is an independent, fee-only advisory firm based in Portland, Oregon.
We are dedicated to helping you align your financial decisions with what matters most.
Our team brings deep expertise in financial planning, investment planning, tax planning and real estate planning to provide objective, long-term guidance.
Who We Serve
We specialize in working with successful professionals, real estate investors, and people with complex financial lives who want proactive, personalized advice.
Many of our clients value improvement, a steady hand, clear thinking, and a partner who sees the full picture.
Our Approach
We start with what matters to you, your goals, values, and priorities. From there, we build a financial strategy that supports the life you want to lead.
Our process is ongoing, collaborative, and grounded in disciplined planning, tax-smart strategies, and real relationship-building.
Our Philosophy
At Wealth Advisors Northwest, we believe financial planning works best when it’s personal, collaborative, and focused entirely on what you want to achieve.
That’s why we use a Round Table, team-based approach; bringing the right professionals together to help you reach your goals in the most efficient and thoughtful way possible.
Your definition of success is unique, and we understand that.
We measure progress based on your goals, not anyone else’s. Whether you need a single service or a comprehensive plan, we only recommend what’s necessary to help you succeed. No unnecessary products. No pressure. Just the right tools for your financial journey.
With our Round Table model, you’ll always know who’s working on your plan.
We bring diverse perspectives together to build smart, well-rounded strategies, and you’ll have direct access to the team supporting you. We don’t believe in one-size-fits-all solutions; your plan is built around you to help ensure it’s the right fit.
Our job isn’t just to give advice, it’s to help you understand your choices, feel confident in your direction, and stay supported every step of the way.
When challenges come up (as they always do), your team is here to help you adjust, stay focused, and keep moving forward. And when you reach your milestones, we’ll be right there with you, celebrating the wins!
